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Joby Aviation

188 hedge funds and large institutions have $3.33B invested in Joby Aviation in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 68 increasing their positions, 32 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more capital invested

Capital invested by funds: $1.16B → $3.33B (+$2.16B)

113% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 32

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

24% more call options, than puts

Call options by funds: $38.6M | Put options by funds: $31.2M

8.71% more ownership

Funds ownership: 43.67%52.38% (+8.7%)

6% more funds holding

Funds holding: 178188 (+10)

Holders
188
Holders Change
+10
Holders Change %
+5.62%
% of All Funds
2.95%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
37
Increased
68
Reduced
32
Closed
27
Calls
$38.6M
Puts
$31.2M
Net Calls
+$7.37M
Net Calls Change
+$4.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$209K +$6.25K +1,154 +6%
GW
102
GW & Wade
Massachusetts
$204K
Prudential Financial
103
Prudential Financial
New Jersey
$200K +$8.83K +1,630 +9%
IAA
104
Independent Advisor Alliance
North Carolina
$194K +$47.2K +8,713 +86%
PAMS
105
Pictet Asset Management (Switzerland)
Switzerland
$193K -$8.15K -1,504 -7%
William Blair & Company
106
William Blair & Company
Illinois
$183K -$271 -50 -0.3%
MLA
107
My Legacy Advisors
Oregon
$182K +$93.2K +17,197 New
QT
108
Quantamental Technologies
New York
$177K +$93.5K +17,266 New
AFO
109
Arrowroot Family Office
California
$175K -$259K -47,819 -74%
X
110
Xponance
Pennsylvania
$166K +$7.98K +1,473 +10%
OIA
111
OneDigital Investment Advisors
Kansas
$160K
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$159K -$4K -738 -5%
MLICM
113
Metropolitan Life Insurance Company (MetLife)
New York
$157K +$83K +15,317 New
Mackenzie Financial
114
Mackenzie Financial
Ontario, Canada
$157K +$4.76K +878 +6%
DAS
115
Dynamic Advisor Solutions
Arizona
$155K +$82K +15,132 New
MCA
116
MSH Capital Advisors
Arizona
$154K
CSS
117
Cubist Systematic Strategies
Connecticut
$153K +$81K +14,946 New
National Bank of Canada
118
National Bank of Canada
Quebec, Canada
$149K +$542 +100 +0.7%
TI
119
Tidal Investments
Wisconsin
$144K +$1.85K +341 +2%
SC
120
Sculptor Capital
New York
$144K +$75.9K +14,000 New
Rafferty Asset Management
121
Rafferty Asset Management
New York
$141K +$20.3K +3,748 +37%
FAIM
122
Financial Advocates Investment Management
Washington
$137K +$379 +70 +0.5%
PWPS
123
Pinnacle Wealth Planning Services
Ohio
$136K
CC
124
Centiva Capital
New York
$136K +$71.6K +13,211 New
TNB
125
Thomasville National Bank
Georgia
$128K +$9.21K +1,700 +16%

JOBY Hedge Fund Activity: Q2 2023 in Review

188 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Joby Aviation (JOBY) for Q2 2023, worth a combined $3.33B — up 186% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new JOBY positions and 27 closed out — a net gain of 10 holders — while 68 added to existing stakes and 32 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $239M. The largest seller was Intel Corp, cutting an estimated $19.5M.

  • 188 institutional investors held Joby Aviation (JOBY) as of Q2 2023, up from 178 in Q1 2023.
  • Funds reported $3.33B of Joby Aviation stock for Q2 2023, up 186% quarter-over-quarter.
  • 37 funds opened new Joby Aviation positions in Q2 2023 and 27 closed out, a net change of +10 holders.
  • The largest Joby Aviation buyer in Q2 2023 was Baillie Gifford & Co, an estimated $239M added.
  • The largest Joby Aviation seller in Q2 2023 was Intel Corp, an estimated $19.5M sold.

Based on aggregated 13F filings for Q2 2023.